Getting Started Guide
The Closing Docs provides automated income verification - the fastest and most accurate way to verify an applicant's income. Here's how you can send your first income verification request in less than 5 minutes.
First, If you don't have an account yet, sign up here: https://theclosingdocs.com/users/new
Once you register, you'll be taken to our admin portal. Our portal is where you can manage your properties and send income verification requests from.
To send your first income verification request, click the button Create A Screening on the top right of the page.
You'll land on the Create An Income Screening Request page. This page is where you'll be able to enter in your applicant's information and sent them an invitation to complete your screening request.
The Property dropdown is the property associated with the income verification request you're creating. Every request needs a property. We'll create a property in the next steps.
The Monthly Rent is the monthly rent of the property, and will be used to calculate the approval recommendation.
Who Will Pay will be where you'll be able to choose whether the applicant or you (the decision maker) will pay. The first 3 income verifications are free and on the house, so nobody pays!
Purpose is whether the income verification request is for a new applicant or a renewal.
In order to add an applicant to the income verification, click Click here to add an applicant. We'll get to that after we create a property.
In order to create a property, click the Choose A Property dropdown and then choose Add New Property.
This page allows you to add a property by filling out the property's address. If you would like to avoid manual data entry, you can email firstname.lastname@example.org and have them import your properties and units into The Closing Docs. An imported property list also allows for a seamless integration with your property management software.
Once you've created a property, you can continue creating your income verification request. If you need to add a unit to the request, you can do that from the Choose A Unit dropdown.
To add an applicant, click Click here to add an applicant
Fill out the information of the applicant you want to verify income for. The First Name, Last Name, and Email field are mandatory. Creating an income verification request with just these fields will send an email invitation shown below.
You can add multiple applicants and create a Combined Report, which aggregates all the applicant's income together.
Make sure you accept the terms of the FCRA.
Click Send Request to send your applicant the income verification request via email and/or text. Please make sure to double check the applicants' info - you will not be able to edit the request once it is sent out.
Once your screening has been sent, you can check on the status through our portal. You will receive email notifications once your applicant has started, and completed the income verification request.
Congratulations! You just successfully created your first automated income verification request. For next steps, we recommend: